See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,629 | $57,281-51.8% | $86,612-68.1% | $75,163-63.2% |
| Participation rate | 77.8% | 63.2%+14.6pp | 71.7%+6.1pp | 67.2%+10.6pp |
| Annual return | 12.38% | 2670.75%-2658.4pp | 591.07%-578.7pp | 160.62%-148.2pp |
| Employer contribution / active EE | $612 | $2,314-73.6% | $3,022-79.8% | $2,670-77.1% |
| Participant deferral / active EE | $3,118 | $3,318-6.0% | $4,438-29.7% | $4,125-24.4% |
| Admin fee / account holder | $909 | $4,112-77.9% | $5,614-83.8% | $5,651-83.9% |